$Tencent Music(TME)$ Lately I’ve been feeling that music is not just for fun anymore，it’s moving into real healthcare. Tencent Music is killing it. With over 40 million licensed tracks and solid social + live-streaming features, it’s way more than just a music app. Now they’re even trying AI music therapy like healing through tunes, how wild is that? Ma Huateng’s reputation is solid, no big scandals, and their business keeps growing. By 2025, both revenue and profits are expected to keep climbing, and margins are improving too. Honestly, a company that lets people sing and make money? I’m holding tight.
$CARSGEN-B(02171)$ is accelerating its focus on off-the-shelf CAR-T cell therapy, with a subsidiary valued at an impressive 1 billion RMB. The company’s first commercialized product, Zevorcabtagene Autoleucel, has generated 39.4 million RMB in sales, and an application for the world’s first CAR-T therapy targeting solid tumors is set to be submitted in the first half of the year. This marks a crucial milestone for the company and could be a game-changer in the industry. Investors should keep a close eye on CARsgen’s R&D progress—its innovations hold great promise!
$BEIGENE LTD SPON ADS EACH REPR 13 ORD SHS(ONC)$'s rise in the biotech industry is truly remarkable! It's projected that by 2025, the company will achieve positive GAAP operating profit, marking a milestone event that will elevate its standing in the industry. What's even more impressive is that BeiGene's market cap has surpassed that of Heng Rui Medicine for the first time, showcasing its growing market dominance. Its core product, Bruton’s tyrosine kinase (BTK) inhibitor Zanubrutinib, has seen strong performance, with sales reaching 12.9 billion RMB in the first three quarters of 2024, a 91% year-on-year growth. Additionally, the approval of Tislelizumab for gastric cancer in the U.S. has helped push its overseas revenue above 50%. With such stro
$H World Group(HTHT)$ During the National Day holiday in 2024, I stayed at Huazhu's All Seasons Hotel while traveling, and the experience was pretty good—definitely worth it. The profits from their stock have already covered the cost of my stay! Chain hotels like this are a "slow business," but also a sustainable one for the long term.
$Alphabet(GOOG)$$Alphabet(GOOGL)$Nice 22% drop in two months see if it holds $148-$150 level . Earnings next month . The DOJ just announced no verdict till August 2025. Right now nimble in small long term next several months back to $175. Long term investors well over $200. analyst price target. At best, it is broken up and the value gets unlocked, at worst it is already baked into the price. No worries, buy and chill.
$Intel(INTC)$It's very simple. When Intel lost manufacturing edge, chip performance suffered and the Fabless guys had a field day using $Taiwan Semiconductor Manufacturing(TSM)$ and gaining market share. It takes time and money to regain process leadership and Pat spent some cash and now 18A is being readied for Panther Lake. On a level playing field, Intel's chips outperform and gain market share back. It's that simple.
$Apple(AAPL)$I love Apple, but I think that's what is called irrational exuberance. IMHO, the days of meteoric growth are probably gone forever. It's a mature company now, no longer an ingénue. Excellent long term investment, the apple doesn’t fall far from the tree, but likely not a get rich quick proposition anymore.
$Marathon Digital Holdings Inc(MARA)$ It’s weird—MARA’s stock price doesn’t seem to move in sync with Bitcoin at all. You’d think it would, but it’s doing its own thing. I’m scratching my head over this one, trying to figure out why there’s no clear link. Makes me wonder if there’s something else at play here.
$Tesla Motors(TSLA)$These Tesla bulls sounds like generic Political speeches, regurgitating generalities, stating talking points, that have no regards to current tangible realities and dynamics. Tesla´s margin continue to be lower, sells are stagnant with a good chance of actually regressing Y/Y overall, foreseeable Q/Q has no tangible source of added income, only fantasy Products, that have not proven to be viable technically or regulatory. Markets don´t run on speeches they need to have some clear fundamentals at some point.
$JPMorgan Chase(JPM)$I bought my last shares of Chase in July 2000. Not a large position . But I turned on Dividend reinvestment and 24 years later it is a huge position. 9/11, 2008, Covid, short lived bank crisis in 2023 Chase stock temporally falls but is people reinvesting dividend it just keeps compounding away.